Mitchell Melan is a financial advisor with Lincoln Investment in Dunwoody, GA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1997. In addition to his advisory role, he works as an agent for fixed annuities and life insurance products. Lincoln Investment Planning, LLC is an enterprise firm that serves a diverse client base, including individual and high-net-worth investors, trusts, charities, and ERISA retirement plans. The firm offers financial planning, portfolio management through model portfolios, and access to third-party managers, supported by an internal Investment Management & Research team and a layered delivery model involving independent advisors.

Brad Joseph is a financial advisor at Lincoln Investment with 27 years of industry experience. He holds a Series 63 designation and has been with Lincoln Investment Planning, Inc. since 1998. In addition to his advisory role, he has owned and operated a marketing business, Joseph Financials LLC, since 2022. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and adaptive investment strategies.

Michael Walls is a financial advisor at Lincoln Investment with 14 years of industry experience. He holds the Series 66 designation and has been with Lincoln Investment Planning, Inc. since 2012. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a notable focus on educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, advisor-led consulting, and portfolio management through various model portfolios and utilizes an in-house Investment Management & Research team alongside third-party managers.

Andy Sukhai is a financial advisor with Lincoln Investment in Dunwoody, GA, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Banks Jackson & Middleton and Lincoln Investment since 2017 and previously at VOYA Financial Advisors from 2014 to 2017. Lincoln Investment Planning, LLC serves a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans, with a long history of working with educators and 403(b) and 457(b) program participants. The firm provides financial planning, portfolio management, and advisor-led consulting supported by an in-house Investment Management & Research team and access to third-party managers.

Perry Williams is a financial advisor with Lincoln Investment in Dunwoody, GA, holding a Series 63 license and 27 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1999 and also has experience with Novacare Occupational Health Services dating back to 1998. Outside of his advisory role, Williams is an insurance agent selling life insurance and fixed annuities and serves as Owner and President of Williams & Williams Financial Services, Inc., a tax and accounting-related business. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management with advisor-led and firm-managed model portfolios, and employs an in-house Investment Management & Research team that constructs strategic model portfolios and adaptive investment strategies.